Institutional Ownership Southern CO (SOJE)
This table provides information about the institutional ownership of Southern CO (SOJE). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 108,356 shares, which have been reported (via 13F filing form) to have a value of $2.04 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
50,766
shares
|
$941,201
0.02% of portfolio
|
Q4 2023
Reduced 3.97%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
24,114
shares
|
$447,073
0.11% of portfolio
|
Q3 2023
Reduced 7.66%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
21,586
shares
|
$400,204
0.11% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
10,100
shares
|
$187,254
0.06% of portfolio
|
Q1 2021
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$18,540
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
575
shares
|
$10,660
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
215
shares
|
$3,986
0.0% of portfolio
|
Q4 2024
New holding
|